ETF comparison
AVLV vs SCHD
US Value vs Dividend.
Avantis US Large Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
30 positions appear in both funds. Buying equal dollars of AVLV and SCHD would leave roughly 12.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 9 bps cheaper than AVLV. On a $100,000 position that's about $90/yr more in fees for AVLV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AVLV vs SCHD.
Top shared holdings
30 shared in total| # | Holding | In AVLV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Merck & Co Inc | 1.75% | 3.86% | 1.75% |
| 2 | Verizon Communications Inc | 1.64% | 3.65% | 1.64% |
| 3 | ConocoPhillips | 1.17% | 3.51% | 1.17% |
| 4 | United Parcel Service Inc | 0.95% | 1.98% | 0.95% |
| 5 | EOG Resources Inc | 0.90% | 1.82% | 0.90% |
| 6 | Target Corp | 0.83% | 1.45% | 0.83% |
| 7 | Devon Energy Corp | 0.82% | 1.29% | 0.82% |
| 8 | Comcast Corp | 0.74% | 2.25% | 0.74% |
| 9 | QUALCOMM Inc | 0.51% | 6.74% | 0.51% |
| 10 | Principal Financial Group Inc | 0.32% | 0.52% | 0.32% |
| 11 | East West Bancorp Inc | 0.31% | 0.42% | 0.31% |
| 12 | Best Buy Co Inc | 0.30% | 0.38% | 0.30% |
Only in AVLV
246 total- Micron Technology Inc 4.57%
- Amazon.com Inc 3.17%
- Apple Inc 3.17%
- Meta Platforms Inc 2.74%
- Exxon Mobil Corp 2.58%
- Caterpillar Inc 2.52%
- Lam Research Corp 2.52%
- Costco Wholesale Corp 2.05%
- JPMorgan Chase & Co 1.78%
- Microsoft Corp 1.63%
Only in SCHD
69 total- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Chevron Corp 3.83%
- Procter & Gamble Co/The 3.55%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
Related comparisons
More comparisons with AVLV
More comparisons with SCHD
- SCHD vs SPHQ · Invesco S&P 500 Quality ETF 12.0%
- SCHD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 12.0%
- SCHD vs IWD · iShares Russell 1000 Value ETF 11.2%
- SCHD vs RPV · Invesco S&P 500 Pure Value ETF 11.2%
- SCHD vs USMV · iShares MSCI USA Min Vol Factor ETF 10.9%
- SCHD vs JQUA · JPMorgan U.S. Quality Factor ETF 10.6%
Percentages are holdings overlap with the named fund.
Open AVLV or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.